DWA
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Delos Wealth Advisors’s Estee Lauder EL Stock Holding History

Delos Wealth Advisors’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14
Closed -$1.13K – 300
2025
Q2 		$1.13K Buy
+14
New +$901 ﹤0.01% 241
2025
Q1 		– Sell
-14
Closed -$1.05K – 89
2024
Q4 		$1.05K Buy
+14
New +$1.11K ﹤0.01% 173
2024
Q3 		– Sell
-20
Closed -$2.13K – 244
2024
Q2 		$2.13K Hold
20
– – ﹤0.01% 205
2024
Q1 		$3.08K Buy
20
+19
+1,900% +$2.69K ﹤0.01% 187
2023
Q4 		$147 Hold
1
– – ﹤0.01% 322
2023
Q3 		$161 Hold
1
– – ﹤0.01% 358
2023
Q2 		$197 Hold
1
– – ﹤0.01% 350
2023
Q1 		$247 Hold
1
– – ﹤0.01% 355
2022
Q4 		$248 Hold
1
– – ﹤0.01% 357
2022
Q3 		$0 Buy
+1
New +$255 ﹤0.01% 307

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return